Service Bureau Starter Kit

The Service Bureau Starter Kit is the complete blueprint every new or growing Service Bureau needs to launch, manage, and scale their operation with confidence. Designed in a clean, unbranded format, this kit provides the exact systems, documents, scripts, checklists, and tools required to onboard downline EROs, stay compliant, manage software licensing, and track revenue — all in one organized package.

Whether you're stepping into the Service Bureau space for the first time or upgrading your existing operation, this kit gives you the structure and professional resources needed to run a profitable and compliant SB business.

What’s Included:

✔ Software Reseller Script

A simple, powerful script that helps you confidently explain your software, close SB deals, and onboard new ERO partners.

✔ Multi-Tier Service Bureau Agreement Template

A professional contract template covering SB → ERO → Preparer structure, backend fees, responsibilities, compliance rules, and optional non-compete protection. Includes fee tables, bank product policies, and auxiliary product markup options.

✔ Revenue Split Chart (SB → ERO → Preparer)

A clear breakdown of how backend fees, technology fees, transmitter fees, auxiliary product revenue, and add-on markups flow through your SB pipeline.

✔ Downline Onboarding Checklist

A step-by-step checklist that walks every new ERO through setup: software activation, bank enrollment, compliance requirements, documentation, security setup, and preparer management.

✔ Monthly Reporting Tracker

A ready-to-use reporting sheet to track downline volume, funded returns, backend payouts, auxiliary product revenue, preparer activity, daily reconciliation, and compliance performance.

Bonus Module: Service Bureau Guide, editable template link in Canva

Who This Kit Is For:

• New Service Bureaus launching for the first time
• Established SBs onboarding multiple EROs or expanding
• EROs upgrading into a multi-location or multi-team operation
• Anyone selling tax software or building a downline
• Service Bureaus who want structure, compliance, and professionalism